New York

February 23, 2017

Financial Services 2017

Established Financial Services brands face twin challenges in the form of an accelerating wealth transfer between generations coupled with the rise of non-traditional sources of competition.

At this research briefing, L2 CEO Ken Allard and his team will review key findings from our latest publication exploring the digital competence of 70 Financial Services brands specializing in Wealth Management and Insurance.

The briefing will further establish sector-specific benchmarks across leading digital platforms, identify key trends that are redefining the innovation curve, and explore new offerings that are disrupting the marketplace by balancing automation with personalization.